Transfer from Desktop to Online

In the case of a 1040 return needing to be done offline in the desktop software, be it a loss in internet connection or other reasons, you can transfer the return from desktop to online in order to e-File.

In order to send returns from desktop to online:

In Desktop:

Run diagnostics on the return, there will be a Mark to Transfer option next to E-file that will be grayed out.

Once clicked, you will see a message appear stating: Return has been marked for transfer to TaxWise Online.

Next, we will need to actually send the return. To do this, select the Communications dropdown, and select the first option: Transfer to TaxWise Online. This will open a window to select the return(s) you wish to upload along with start a communication session that will transmit the return(s).

Once the transmission is successful, you can close the window. Next, we will be moving to the Online software to import the returns we just uploaded.

In Online:

In order to import returns into Online, you will need to sign into the Admin account.

Once signed into the Admin account, navigate to Tax Returns>View More Actions>Import Returns.

A fly out window will show with the returns that were imported from the desktop software. You will need to select the returns along with a user to assign them to in the top right corner as the cannot be assigned to the Admin user.

Once all this is completed, you will now see the return in your Online Return List along with all others.